08/28/2026
Today, I’m excited to announce the soft launch of Exact Macro (https://exactmacro.com), which is a lightweight, market-based portfolio stress-testing platform built specifically for financial advisors and wealth managers.
For advisors, client review meetings often hit the same friction point: traditional Monte Carlo simulations and legacy 40-page PDF reports can overwhelm clients with statistical noise while failing to answer their most pressing question:
"What happens to my portfolio if inflation stays sticky or interest rates spike again?"
Exact Macro translates rigorous, market-based macroeconomic indicators into intuitive, client-ready risk visualizations in seconds.
Key features for advisors:
• Fast Macro Regime Modeling: Stress-test multi-asset allocations against inflation shocks, interest rate regimes, and historical drawdowns in real time.
• Multi-Horizon & Multi-Category Risk: View exposure clearly across timeframes and risk types without wading through complex menus.
• Stateless & Zero-PII by Design: No client names, account numbers, or sensitive financial records are stored, eliminating compliance friction and cybersecurity overhead.
• Built for Client Conversations: Clean, visual outputs designed to provide clarity and calm anxiety during volatile markets.
We're kicking off with a 30-day free trial so advisors can test live model allocations directly in their workflow.
Explore the platform here: https://exactmacro.com
Because this is a soft launch, your feedback is invaluable. If you're an advisor or investment manager, I’d love to hear your candid thoughts on how it fits into your client review process.
